CHDVD.SW vs. IWM
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and IWM (iShares Russell 2000 ETF) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while IWM is a Small Cap Blend Equities fund tracking the Russell 2000 Index. Both are passively managed. Over the past 10 years, CHDVD.SW returned 9.56%/yr vs 8.70%/yr for IWM. At a 0.36 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.19%/yr for IWM.
Performance
CHDVD.SW vs. IWM - Performance Comparison
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Different Trading Currencies
CHDVD.SW is traded in CHF, while IWM is traded in USD. To make them comparable, the IWM values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 1.10% return, which is significantly lower than IWM's 16.30% return. Over the past 10 years, CHDVD.SW has outperformed IWM with an annualized return of 9.56%, while IWM has yielded a comparatively lower 8.70% annualized return.
CHDVD.SW
- 1D
- 0.86%
- 1M
- 0.63%
- YTD
- 1.10%
- 6M
- 4.21%
- 1Y
- 7.23%
- 3Y*
- 9.63%
- 5Y*
- 6.89%
- 10Y*
- 9.56%
IWM
- 1D
- 1.18%
- 1M
- 2.84%
- YTD
- 16.30%
- 6M
- 12.58%
- 1Y
- 31.59%
- 3Y*
- 11.92%
- 5Y*
- 3.07%
- 10Y*
- 8.70%
CHDVD.SW vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 1.10% | 18.82% | 8.79% | 9.62% | -10.54% | 23.80% | 4.19% | 34.20% | -4.51% | 16.19% |
IWM iShares Russell 2000 ETF | 16.30% | -1.56% | 20.17% | 6.37% | -19.40% | 17.91% | 9.91% | 23.26% | -10.26% | 9.72% |
Correlation
The correlation between CHDVD.SW and IWM is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.36 |
The correlation between CHDVD.SW and IWM shifts across timeframes, from 0.22 (3 years) to 0.36 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CHDVD.SW vs. IWM — Risk / Return Rank
CHDVD.SW
IWM
CHDVD.SW vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and iShares Russell 2000 ETF (IWM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CHDVD.SW | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.28 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 3.06 | -2.23 |
| Martin ratioReturn relative to average drawdown | 2.56 | 9.46 | -6.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHDVD.SW | IWM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.61 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.13 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.36 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.23 | +0.33 |
Drawdowns
CHDVD.SW vs. IWM - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum IWM drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and IWM.
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Drawdown Indicators
| CHDVD.SW | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -59.27% | +29.18% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -10.39% | +0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -30.83% | +16.11% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -32.20% | +15.12% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | -41.77% | +11.68% |
Current DrawdownCurrent decline from peak | -4.02% | -1.69% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -14.73% | +10.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.35% | -0.33% |
Volatility
CHDVD.SW vs. IWM - Volatility Comparison
The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 3.95%, while iShares Russell 2000 ETF (IWM) has a volatility of 5.68%. This indicates that CHDVD.SW experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHDVD.SW | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 5.68% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 13.84% | -4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 19.73% | -7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 23.20% | -10.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 24.15% | -9.53% |
CHDVD.SW vs. IWM - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is lower than IWM's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
CHDVD.SW vs. IWM - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, more than IWM's 0.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
IWM iShares Russell 2000 ETF | 0.89% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Frequently Asked Questions
CHDVD.SW and IWM have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.19% for IWM.
CHDVD.SW is categorized as Europe Equities, while IWM is Small Cap Blend Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while IWM tracks Russell 2000 Index. Their fees differ too: 0.15% for CHDVD.SW and 0.19% for IWM.
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